See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,276 | $60,165+0.2% | $74,183-18.7% | $55,167+9.3% |
| Participation rate | 87.4% | 74.2%+13.3pp | 76.6%+10.8pp | 69.0%+18.4pp |
| Annual return | 10.72% | 10.00%+0.7pp | 17.74%-7.0pp | 169.23%-158.5pp |
| Employer contribution / active EE | $1,597 | $1,600-0.2% | $2,370-32.6% | $1,963-18.6% |
| Participant deferral / active EE | $4,826 | $2,973+62.3% | $3,550+35.9% | $3,054+58.0% |
| Admin fee / account holder | $15 | $419-96.3% | $5,586-99.7% | $504-96.9% |